CAWM
WBA

Capital A Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Capital A Wealth Management’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.4K Buy
972
+947
+3,788% +$10.5K 0.28% 120
2025
Q1 		$279 Buy
25
+12
+92% +$130 ﹤0.01% 667
2024
Q4 		$121 Buy
+13
New +$121 ﹤0.01% 756

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital A Wealth Management's WBA Position: Q2 2025 in Review

Capital A Wealth Management increased its Walgreens Boots Alliance (WBA) stake by 3,788% in Q2 2025, buying an estimated $10.5K and bringing the position to 972 shares worth $25.4K. The position accounts for 0.28% of the portfolio, ranked #120.

Capital A Wealth Management first reported a position in WBA in Q4 2024 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Capital A Wealth Management held 972 shares of Walgreens Boots Alliance worth $25.4K as of Q2 2025.
  • Capital A Wealth Management bought 947 Walgreens Boots Alliance shares in Q2 2025, an estimated $10.5K.
  • Walgreens Boots Alliance made up 0.28% of Capital A Wealth Management's portfolio in Q2 2025, its #120 holding.
  • Capital A Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2024 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.